School’s out: Making the case for a financial planning degree
B|O|S Principal Jennifer Ellison and Financial Planning Paraplanner Tom Annin talk to Financial Planning magazine. http://bit.ly/2aD4BV0
The Hidden Tax on Municipal Bond Income
B|O|S Tax Advisor and Portfolio Manager Steve Pitchford speaks with Money magazine for their “Ask the Expert” column. http://ti.me/2bAZaoR
The Case Against Annuities
B|O|S Principal Jennifer Ellison is interviewed byBarron’s.
http://bit.ly/2aNHCtr *This article notes the annual returns for DFLVX over the last decade as 8.6%. We believe it is actually 6.7%.
Fidelity: Clients Need More Help with College Savings
B|O|S Principal Jennifer Ellison talks to the Financial Times. http://bit.ly/2bM4DuX
Fee-only RIAs still need to monitor fiduciary rule exposures
B|O|S Principals Carol Benz and Dave Campbell talk to LifeHealthPRO. http://bit.ly/2e8dRoD
How to Improve Your Retirement Income if You Haven’t Saved
B|O|S Principal Kevin Dorwin talks to the New York Times about saving for retirement. http://nyti.ms/2e0aePW